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Reading the graph
Advisor at LINCOLN INVESTMENT
Fort Washington, PA | ROCHESTER, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT | Independent wealth | Mar 31, 2026 | n/a | yes | Fort Washington, PA|ROCHESTER, NY | Current employment |
| HORIZON FINANCIAL | Independent wealth | Nov 17, 2025 | Jan 13, 2026 | no | WEST HENRIETTA, NY | Previous registration |
| EDWARD JONES | National bd RIA | Jul 20, 2023 | Nov 11, 2025 | no | ST. LOUIS, MO|Fairport, NY|HONEOYE FALLS, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORIZON FINANCIAL | LINCOLN INVESTMENT | Jan 13, 2026 | Mar 31, 2026 | 77 | Firm change | RIA to RIA |
| EDWARD JONES | HORIZON FINANCIAL | Nov 11, 2025 | Nov 17, 2025 | 6 | Firm change | Ibd to RIA |